卡特彼勒公司
MX ˙ BMV ˙ US1491231015
SecurityMX:CAT / Caterpillar Inc.
InstitutionSage Financial Group Inc
Latest Disclosed Ownership400 shares
Latest Disclosed Value $ 283,384
Sage Financial Group Inc ownership in CAT / Caterpillar Inc.

On May 7, 2026 - Sage Financial Group Inc filed a 13F-HR form disclosing ownership of 400 shares of Caterpillar Inc. (MX:CAT) valued at $283,384 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 400 shares of Caterpillar Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F CATERPILLAR COM 149123101 400 0 0.00 283 23.58 0.0184
2026-01-27 2025-12-31 13F CATERPILLAR COM 149123101 400 400 229 0.0152
2022-07-25 2022-06-30 13F CATERPILLAR COM 149123101 0 -400 -100.00 0 -100.00
2022-05-02 2022-03-31 13F CATERPILLAR COM 149123101 400 0 0.00 89 7.23 0.0104
2022-01-24 2021-12-31 13F CATERPILLAR COM 149123101 400 0 0.00 83 7.79 0.0088
2021-11-08 2021-09-30 13F CATERPILLAR COM 149123101 400 0 0.00 77 -11.49 0.0095
2021-08-16 2021-06-30 13F CATERPILLAR COM 149123101 400 0 0.00 87 -6.45 0.0107
2021-04-29 2021-03-31 13F CATERPILLAR COM 149123101 400 0 0.00 93 27.40 0.0122
2021-01-28 2020-12-31 13F CATERPILLAR COM 149123101 400 0 0.00 73 21.67 0.0100
2020-10-26 2020-09-30 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 60 17.65 0.0098
2020-07-16 2020-06-30 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 51 10.87 0.0092
2020-04-16 2020-03-31 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 46 -22.03 0.0087
2020-01-30 2019-12-31 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 59 15.69 0.0081
2019-11-04 2019-09-30 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 51 -7.27 0.0076
2019-07-24 2019-06-30 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 55 1.85 0.0081
2019-04-25 2019-03-31 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 54 5.88 0.0084
2019-01-28 2018-12-31 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 51 -16.39 0.0085
2018-10-22 2018-09-30 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 61 12.96 0.0120
2018-07-26 2018-06-30 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 54 -8.47 0.0116
2018-04-26 2018-03-31 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 59 -6.35 0.0130
2018-02-05 2017-12-31 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 63 26.00 0.0122
2017-11-01 2017-09-30 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 50 16.28 0.0110
2017-07-27 2017-06-30 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 43 16.22 0.0099
2017-04-24 2017-03-31 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 37 0.00 0.0091
2017-01-26 2016-12-31 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 37 2.78 0.0095
2016-10-27 2016-09-30 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 36 20.00 0.0103
2016-08-04 2016-06-30 13F/A-1 CATERPILLAR INC DEL COM 149123101 400 0 0.00 30 -3.23 0.0095
2016-07-25 2016-06-30 13F CATERPILLAR INC DEL COM 149123101 400 30
2016-05-09 2016-03-31 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 31 14.81 0.0108
2016-01-28 2015-12-31 13F CATERPILLAR INC DEL COM 149123101 400 0 0.00 27 3.85 0.0088
2015-11-05 2015-09-30 13F CATERPILLAR COM 149123101 400 0 0.00 26 -23.53 0.0093
2015-08-13 2015-06-30 13F CATERPILLAR COM 149123101 400 0 0.00 34 6.25 0.0159
2015-05-11 2015-03-31 13F CATERPILLAR COM 149123101 400 0 0.00 32 -13.51 0.0153
2015-01-22 2014-12-31 13F CATERPILLAR COM 149123101 400 0 0.00 37 -7.50 0.0139
2014-10-16 2014-09-30 13F CATERPILLAR COM 149123101 400 0 0.00 40 -6.98 0.0198
2014-07-31 2014-06-30 13F CATERPILLAR COM 149123101 400 0 0.00 43 7.50 0.0208
2014-04-28 2014-03-31 13F CATERPILLAR COM 149123101 400 400 40 0.0228
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.